Close Menu
Market Views Credit Global Credit
Omicron – Christmas relief.Evidence on the Omicron data turned better into year-end. Several studies found reliable evidence that the Oomicron...
27 December 2021
Keep readingFew questions have been as polarizing, in Europe, as that of whether and how the overly complex EU fiscal framework...
21 December 2021
Keep readingMarket Views Credit Global Credit
Central banks – Hawkish tilt.This week, major central banks recognized inflationary risks and turned their tone more hawkish. In the...
20 December 2021
Keep readingMarket Views Credit Global Credit
Central banks week – Tentative hawkishThis week, a flurry of central banks will give some hawkish signs, and the divergence...
13 December 2021
Keep readingMarket Views Equity Financials
Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
10 December 2021
Keep readingMarket Views Credit Global Credit
Omicron – Surely faster, maybe milder.The past week has been characterized by fears on the omicron variant. Information is very...
6 December 2021
Keep readingMarket Views Credit Global Credit
Covid – New strain fearsOn Friday, panic hit markets as a new Covid strain was found in South Africa. The...
29 November 2021
Keep readingMarket Views Credit Global Credit
Fed – waiting for new chairmanThis week, the White House will likely announce the new chairman of the Federal Reserves....
22 November 2021
Keep readingMarket Views Equity Financials
Commerzbank in the sweet spot with rising inflation and cost executionCommerzbank has underperformed the European bank index by 10% since...
19 November 2021
Keep readingAs the United Nation’s COP26 conference has come to an end, here is a short summary of the key takeaways...
16 November 2021
Keep readingMarket Views Credit Global Credit
Inflation – No gravityUS inflation data continue to accelerate. In October, the CPI basket increased 0.9% on a monthly basis...
15 November 2021
Keep readingMarket Views Credit Global Credit
Fed – taper onLast Wednesday, the Fed announced the beginning of QE tapering, as largely anticipated. Purchases will be reduced...
8 November 2021
Keep reading
